STANLEY H MATHIS FOUNDATION (EIN 850250922) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

NATHAN BROOKS

Phone

5059822442

Tax Period

2024-01-01 to 2024-12-31

STANLEY H MATHIS FOUNDATION, founded in 1976, is a micro nonprofit in the Community Improvement sector that reported $28K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $35K exceeded revenue, resulting in a 26% operating deficit.

Mission

ENCOURAGE & PROVIDE REAL ESTATE EDUCATION

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,763

Program Service Revenue $0

Investment Income $21,092

Other Revenue $0

TOTAL REVENUE $27,855

Expense Breakdown

Grants Paid $28,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,200

Other Expenses $6,865

TOTAL EXPENSES $35,065

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,855	$18,032	+0.5%
Expenses	$35,065	$11,043	+2.2%
Net Income	$-7,210	$6,989	-2.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY COLVIN	TRUSTEE	1.00	Director	$0	$0	$0
MARCIA TIDWELL	TRUSTEE	1.00	Director	$0	$0	$0
GAVIN BIGGER	TRUSTEE	1.00	Director	$0	$0	$0
DEENA TURNER	TRUSTEE	1.00	Director	$0	$0	$0
COLEEN DEARING	EXOFFICIO	1.00	Director	$0	$0	$0
JOSHUA V PRICE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
NATHAN BROOKS	PRESIDENT	1.00	Officer	$0	$0	$0
LOIS SURY	TREASURER	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$27,855	$35,065	$562,356	$-7,210
2023	$18,032	$11,043	$551,131	$6,989
2022	$28,425	$13,068	$507,229	$15,357
2021	$40,293	$8,135	$569,854	$32,158
2020	$18,603	$12,494	$529,203	$6,109
2019	$81,640	$16,493	$485,335	$65,147

STANLEY H MATHIS FOUNDATION